Fund Details
Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.67% |
| NAV | ₹11.57 (22 Jan 2021) |
|---|---|
| Fund Started | 10 Mar 2019 |
| Fund Size | ₹36 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 30.7% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 8.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 6.3% |
| Bharat Petroleum Corpn. Ltd. | Energy | Debenture | 6.0% |
| State Bank of India | Financial | Bonds/Deb | 5.8% |
| GOI | Sovereign | GOI Sec | 3.0% |
| REC Ltd. | Financial | NCD | 3.0% |
| GOI | Sovereign | GOI Sec | 2.9% |
| REC Ltd. | Financial | Bonds/Deb | 2.9% |
Fund Managers
Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth Details
Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Mar 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹36 Cr and the Latest NAV as of 22 Jan 2021 is ₹11.57.
The Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.
Investment Objective
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
